GENERAL FUNCTION / SUMMARY

As a Regional Internal Specialist, you will work from the assigned regional office to provide unwavering support to life insurance agents, empowering them with the tools and guidance needed to excel. Your role includes coordinating seminars and events, facilitating insurance transactions, and educating agents on financial planning strategies to ensure exceptional client service.

BASIC QUALIFICATIONS

• Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days. Those who have an active license are required to transfer his or her license under our company 14 days after completion of the first 90 days.
• Bilingual in English and one of the following: Mandarin Chinese, Vietnamese, Japanese, or Korean.
• Minimum of administrative or customer service experience in insurance (Life, Health, or PropertyCasualty).
• Ability to work on weekends i.e., once a month to support local seminars and events.
• Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset.

WHO WE ARE

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

• Provide support to affiliated life agents from the assigned regional office and assist other regions as needed.
• Analyze product performance to help agents meet clients’ financial needs and achieve their goals.
• Coordinate seminars and events including but not limited to registrations, supplies ordering and organization, venue setup; assist with training videos replay
• Educate agents on financial planning concepts, including retirement preparation and wealth transition strategies.
• Facilitate insurance sales and transactions by scheduling medical exams and collecting client information.
• Serve as a liaison between agents and internal teams, including processing, contracting, licensing, and commission departments.
• Participate in regular training sessions to stay up to date on product knowledge across all insurance carriers.
• Perform other tasks as assigned.
• Career growth opportunity: Experienced Internal Specialists may advance to participate in recruiting efforts and contribute to developing regional branches.